A fully managed AI Agents Business Portal centralizes lead capture, unified inbox, CRM, automation, and reporting, so ...

The role and value of real estate agents has come under scrutiny since the National Association of Realtors (NAR) settled a bevy of antitrust lawsuits related to offers of agent compensation on ...

LPL Financial LLC has launched an enhanced suite of Marketing Solutions to assist financial advisors in strengthening client relationships and driving business growth. This includes a new Digital ...

Mike Wilson is the CEO of new AI-powered client communications startup Hamachi. The startup aims to drastically reduce the time it takes to deliver messages that are not only speedy but also compliant ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

For years, accounting firms have relied heavily on email communication to inform their clients about complex topics such as new legislation, tax updates and regulatory changes. However, the ...

Advyzon, Advyzon Investment Management, Syntax Data, The Oasis Group, Libretto, Kwanti, StraightLine, and EncorEstate Plans recognized for innovation and transformative impact in the financial ...